Origen Financial Services

Origen Financial Services is one of the UK’s leading financial advisers. Origen Financial Services is a trading name used by Origen Financial Services Limited which is authorised and regulated by the Financial Conduct Authority, Our FCA registration number is Our registered office is: Second Floor, Ascent 4, 2 Gladiator Way, Farnborough, Hampshire, GU14 6XN and registered number 03926629. We will help clients: • simplify their financial life and help achieve their financial goals • generate an income from their portfolio now and in retirement • build a legacy for their loved ones. We provide advice to individuals, small to medium sized businesses and employees of some of the UK’s largest organisations. Our role as financial advisers is to fully understand our clients and create a financial plan to help our clients to reach their financial goals. We pride ourselves on putting our clients first, helping them make confident and informed financial decisions at the right time. Our services Through our team of highly qualified advisers across the UK, we provide advice on- Workplace and personal pensions and investments- Protection, including critical illness, life insurance and income protection- Pre-retirement planning, including tax planning- Retirement planning, including advice on annuities and drawdown- Estate planning including Inheritance Tax and Trusts For business clients, we offer- Advice services to pension scheme members for Pension Liability Management projects - Auto-enrolment advice, including restructuring existing employee benefit programmes- Benchmarking and review of workplace benefit packages against employees’ needs and industry peers- Advice on workplace pension schemes, group risk, healthcare and employee wellbeing; – Content for staff communications on pensions and reward statements, branded employee materials, onsite seminars, and 1-2-1 advice sessions- Financial education services for employees